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Bookkeeping Services for CPA's and Businesses

5.0
1 review

We provide bookkeeping services for CPA's and small businesses in the USA and Canada.  Our bookkeeping start from $50 per month.  We are 100% focused on QuickBooks bookkeeping and have been in business since 2005.  We have an A+ rating from the better business bureau, numerous 5-star customer reviews and a proven track record for outsourced bookkeeping.  Our mission is to provide the highest quality bookkeeping services at the lowest rates.

 
Undisclosed
 
< $25 / hr
 
250 - 999
 Founded
2005
Show all +
Vienna, VA
headquarters
  • Maxim Liberty, Inc. 8033 Tyson Oaks Cir
    Vienna , VA 22182
    United States
    703-957-6938

Portfolio

Key clients: 

Small to Large CPA Firms

Retail Clients

Property Management Companies

Reviews

5.0
1 review
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Bookkeeping for a Finance and Bookkeeping Company

"The growth and success of my business is 100% due to their work."

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5.0

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
$10,000 to $49,999
 
2016 - Ongoing
Project summary: 

Maxim Liberty, Inc. provides full-service bookkeeping, handling payables, receivables, bank reconciliations, credit card receipts, and expense reports.

The Reviewer
Jonathan Morris
CEO, Morris and Company
 
Verified
The Review
Feedback summary: 

Their work has received positive feedback from key stakeholders. Maxim Liberty, Inc.’s team inspires confidence throughout the project by communicating clearly from the start. Expertise and meticulousness justify the investment and make them a valuable partner.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there. 

I'm the owner and founder of Morris and Company. We do bookkeeping and financial management services for nonprofit organizations. 

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Maxim Liberty, Inc.? 

I needed additional bookkeeping support as my company grew. 

SOLUTION

What was the scope of their involvement?

Maxim Liberty, Inc. provides full-service bookkeeping. The specific tasks vary from client to client in terms of the different companies that we serve. They handle payables, receivables, and bank reconciliations. They track submission of credit card receipts and expense reports. I do the payroll myself but I suspect they would be equally competent. 

What is the team composition?

I have a project manager who oversees all the work they do for my clients. They provide two-and-a-half FTEs for my account.

How did you come to work with Maxim Liberty, Inc.? 

I’d hired someone else, and it went badly, so I was looking to hire someone local. I was searching through job listings from other bookkeeping firms to see how they were recruiting. I came upon Maxim Liberty, Inc.’s website. I thought I would try it out because their pricing was excellent.

How much have you invested with them?

Right now I spend $2,000 a month. I’ve been at that level for some time, so altogether the cost comes to about $30,000.

What is the status of this engagement? 

I don't remember exactly but I think we've been working together between three and three-and-a-half years. The engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

The growth and success of my business is 100% due to their work. I'm sub-contracting out a vast quantity of work to them, and it just wouldn't be possible otherwise. I depend on Maxim Liberty, Inc. to an enormous degree. I'm so pleased with their work.

How did Maxim Liberty, Inc. perform from a project management standpoint? 

Their team is fantastic. I work daily with my program manager. He does a great job of keeping track of every loose end. He follows up with clients every couple of days to remind them and he's on top of things. We primarily communicate via email and Skype calls when necessary. 

What did you find most impressive about them? 

I most appreciate the quality of the work, the timeliness of the work, and especially the price, which can't be beaten. 

Are there any areas they could improve? 

I don't think so. They handle everything I've sent their way. 

Do you have any advice for potential customers?

Give some thought and consideration into how tasks are managed. We've designed a good system to manage the regularly recurring tasks every week or month. It allows us to be clear about who needs to do what on which tasks. That’s something we did proactively and it’s served us well.

5.0
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
  • 5.0 Cost
    Value / within estimates
  • 5.0 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer
    I enthusiastically recommend them because they do great work.